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Richard P Slaughter Associates Inc opened a new position in Global X Artificial Intelligence & Technology ETF (AIQ +0.58%), acquiring 235,632 worth approximately $11.64 million as of Q3 2025. What happened According to a filing with the Securities and Exchange Commission dated October 09, 2025, Slaughter Associates initiated a new position in Global X Artificial Intelligence & Technology ETF. The fund purchased approximately 235,632 shares valued at $11.64 million by the end of the quarter. What else to know This is a new position and represents 2.51% of the fund’s 13F reportable assets under management (AUM) after the filing. It is now Slaughter Associates' tenth biggest holding. Slaughter Associates' top positions as of Q3 2025: JPMorgan International Research Enhanced Equity ETF (JIRE 0.65%): $52.63 million (11.3% of AUM)iShares Russell Top 200 Growth ETF (IWY +0.63%): $41.86 million (9.0% of AUM) Fidelity Enhanced Mid Cap ETF (FMDE 1.08%): $39.12 million (8.4% of AUM)iShares Russell Top 200 Value ETF (IWX 0.54%): $35.64 million (7.7% of AUM)Neos Enhanced Income 1-3 Month T-Bill ETF (CSHI 0.12%): $33.88 million (7.3% of AUM) As of October 8, 2025, shares of AIQ were priced at $51.55, up 37.65% over the past year and outperforming the S&P 500 by 19.48 percentage points. The ETF’s trailing twelve-month dividend yield is 0.12% ETF overview Data as of market close 8 October, 2025 ETF snapshot The Global X Artificial Intelligence & Technology ETF offers investors access to a portfolio of companies at the forefront of artificial intelligence and big data innovation. The fund offers a liquid vehicle that gives exposure to the rapidly-evolving AI sector. Investment strategy focuses on tracking an index of companies involved in artificial intelligence and big data, investing at least 80% of assets in these sectors.Portfolio comprises equities of firms developing or utilizing AI technologies, providing targeted exposure to innovation-driven technology stocks.It is structured as a non-diversified ETF designed for investors seeking thematic exposure to AI and technology trends. Foolish take A look at Slaughter Associates top holdings shows the firm has a pretty diversified portfolio. The JIRE ETF contains large and mid-cap companies from over 20 developed countries. The two iShares funds focus on growth and value stocks, providing a mixture of high potential rewards and stable long-term workhorses. Meanwhile, the Neos T-bill ETF offers low-risk short-term liquidity. Prior to Q3, Slaughter Associates already held several AI and tech stocks individually and as part of other ETFs. Apple (AAPL +0.08%), Microsoft (MSFT 0.10%), and Nvidia (NVDA +2.97%) made up almost 7% of its holdings in both Q2 and Q3. Opening a position in the Global X Artificial Intelligence & Technology ETF increases that exposure. AI and tech have seen extraordinary growth in the past few years, with the so-called Magnificent Seven driving the S&P 500 to record highs. AI has impacted almost every industry and many believe there's potential for even further expansion. There are still risks, but ensuring AI is one part of a wider mix of investments can mitigate at least some of them. ETF (Exchange-Traded Fund): An investment fund traded on stock exchanges, holding assets like stocks or bonds.Non-diversified ETF: A fund that invests in a limited number of securities, increasing exposure to specific sectors or themes.Thematic exposure: Investment strategy focused on a particular trend or sector, such as artificial intelligence.Assets under management (AUM): The total market value of assets a fund or investment firm manages on behalf of clients.13F reportable assets: U.S. securities that institutional investment managers must disclose quarterly to the SEC via Form 13F.Portfolio: The collection of investments held by an individual or institution.Dividend yield: Annual dividends paid by an investment, expressed as a percentage of its current price.Trailing twelve-month: The most recent 12-month period used for financial reporting or analysis.Index tracking: A strategy where a fund aims to replicate the performance of a specific market index.Stake: The amount of ownership or shares an investor holds in a company or fund.Outperforming: Achieving a higher return than a benchmark or comparable investment.Filing period: The specific time frame covered by a regulatory or financial disclosure document.
